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CIK: 0000913990
Total reported value
$549.7M
$549.7M
126 檔
55.9%
During the Q4 2025 filing period, Landaas & Co /wi /adv (CIK: 0000913990) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $549.7M across 126 reported positions.
In Q4 2025, Landaas & Co /wi /adv displayed an active expansion posture, initiating 11 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.18% | -1.16% | -1.06% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.90% | -0.52% | +1.13% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.62% | -0.55% | -5.49% | |
| 4 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 6.65% | +1.06% | +3.74% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.20% | +0.11% | +38.34% | |
| 6 | CGSD | Cap Group Short Duration | ETF-Other | 3.10% | -0.61% | +118.30% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.01% | +0.25% | -45.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | -0.12% | +2.68% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.05% | +0.01% | -0.57% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.68% | -0.18% | -1.12% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.22% | +1.98% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.12% | -0.17% | +0.46% | |
| 13 | TEQI | T Rowe Price Equity Income E | ETF-Other | 0.98% | +0.15% | +6.07% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.66% | -0.05% | -54.73% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | +0.24% | +149.20% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.03% | — | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 0.49% | +0.12% | +3.76% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | -0.02% | +32.76% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 0.39% | -0.02% | +85.41% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.02% | +2.80% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.01% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.04% | -7.51% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.30% | -0.03% | +0.01% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.07% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.06% | — | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.29% | -0.02% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | -0.02% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | — | — | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.28% | -0.03% | — | |
| 30 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.28% | +0.03% | -1.66% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | -0.04% | +5.16% | |
| 32 | CGUS | Cap Group Core Equity | ETF-Other | 0.26% | +0.13% | +53.99% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | — | |
| 34 | CGGO | Cap Group Global Growth | ETF-Other | 0.25% | +0.21% | +137.56% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | -0.01% | -2.97% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | — | +2.07% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.23% | — | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.06% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.03% | +1.76% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.20% | -0.03% | +0.22% | |
| 41 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.20% | +0.03% | +3.45% | |
| 42 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.18% | +0.01% | +230.69% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.17% | -0.02% | +0.65% | |
| 44 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.17% | -0.01% | +93.41% | |
| 45 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.17% | -0.01% | +107.94% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | -0.01% | — | |
| 47 | IDV | Ishares International Select | ETF-Other | 0.16% | -0.02% | +6.92% | |
| 48 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.15% | -0.03% | +158.85% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.14% | -0.06% | +8.32% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.02% | -6.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGSD | Cap Group Short Duration | +1.6% | +118.30% | Add |
| 2 | DFIV | Dimensional International Va | +1.6% | +38.34% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.4% | +149.20% | Add |
| 4 | GARP | Ishares Msci USA Quality Gar | +0.3% | +3.74% | Add |
| 5 | IWD | Ishares Russell 1000 Value E | +0.2% | +1.13% | Add |
| 6 | IQLT | Ishares Msci International Q | +0.2% | +85.41% | Add |
| 7 | CGGO | Cap Group Global Growth | +0.1% | +137.56% | Add |
| 8 | CGSM | Cap Group Short Muni Income | +0.1% | +230.69% | Add |
| 9 | XLI | Ss Industrial Select Sector | +0.1% | +32.76% | Add |
| 10 | SCHY | Schwab International Dvd ETF | +0.1% | +158.85% | Add |
| 11 | CGUS | Cap Group Core Equity | +0.1% | +53.99% | Add |
| 12 | CGIC | Cap Group Intl Core Eq | +0.1% | +107.94% | Add |
| 13 | BSMR | Invesco Bulletshares 2027 Mb | +0.1% | +93.41% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.68% | Add |
| 16 | TEQI | T Rowe Price Equity Income E | +0.1% | +6.07% | Add |
| 17 | BSMS | Invesco Bulletshares 2028 Mb | +0.1% | +70.07% | Add |
| 18 | AAPL | Apple Inc | 0% | -1.12% | Trim |
| 19 | CAT | Caterpillar Inc | 0% | +2.07% | Add |
| 20 | FCX | Freeport-mcmoran Inc | 0% | +0.65% | Add |
| 21 | BSMQ | Invesco Bulletshares 2026 Mb | 0% | +55.05% | Add |
| 22 | IBM | Intl Business Machines CORP | 0% | +24.51% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +2.80% | Add |
| 24 | FDRR | Fidelity Div ETF Rise Rates | 0% | -39.60% | Trim |
| 25 | APH | Amphenol Corp-cl A | -0.1% | -35.17% | Trim |
| 26 | FISV | Fiserv Inc | -0.1% | -1.53% | Trim |
| 27 | MSFT | Microsoft CORP | -0.1% | +1.98% | Add |
| 28 | ORCL | Oracle CORP | -0.2% | -7.51% | Trim |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -1.06% | Trim |
| 30 | USFR | Wisdomtree Floating Rate Tre | -0.9% | -54.73% | Trim |
| 31 | QUAL | Ishares Msci USA Quality Fac | -1% | -5.49% | Trim |
| 32 | TFLO | Ishares Treasury Floating Ra | -2.7% | -45.27% | Trim |
| 33 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 34 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 36 | DFCF | Dimensional Core Fixed Inc | — | NEW | New buy |
| 37 | LIN | Linde plc | — | NEW | New buy |
| 38 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 39 | MGEE | Mge Energy Inc | — | EXIT | Sold out |
| 40 | EUAD | Select Stoxx Eur Aer De ETF | — | EXIT | Sold out |
| 41 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 42 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 43 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 44 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 45 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 46 | COR | Cencora Inc | — | NEW | New buy |
| 47 | OXY | Occidental Petroleum CORP | — | EXIT | Sold out |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | SYY | Sysco CORP | — | EXIT | Sold out |
| 50 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Landaas & Co /wi /adv reported a total U.S. public equity portfolio value of $549.7M across 126 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IWD, QUAL) accounted for 55.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
NEAR
市值: $544.1K
Top Position Liquidated / Trimmed
MGEE
前期市值: $267.0K
During Q4 2025, Landaas & Co /wi /adv's top holdings by market value included VTI (25.2%)、IWD (16.9%)、QUAL (13.6%). The largest single position, VTI, represented 25.2% of total portfolio value.
In Q4 2025, Landaas & Co /wi /adv made 49 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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